+116.7%
AXP vs IONS
-40.7%
+157.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.1% | +8.8% | +0.6% |
| 7D | -0.6% | -30.3% | +29.6% | +2.5% |
| 30D | +5.0% | -37.7% | +42.7% | +9.5% |
| 3M | -4.2% | -50.5% | +46.2% | +2.2% |
| 6M | +2.9% | -62.8% | +65.7% | +12.2% |
| YTD | -11.6% | -64.4% | +52.8% | -3.3% |
| 1Y | -11.1% | -59.5% | +48.4% | -4.5% |
| 3Y | +116.7% | -39.2% | +155.9% | +105.7% |
| All | +116.7% | -40.7% | +157.5% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling